See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,186 | $99,341-11.2% | $84,750+4.1% | $273,961-67.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.98% | 22.93%-15.9pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,006 | $4,214-52.4% | $3,574-43.9% | $4,869-58.8% |
| Participant deferral / active EE | $5,600 | $4,269+31.2% | $3,712+50.9% | $5,287+5.9% |
| Admin fee / account holder | $33 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |